2017-03-14T00:00:00-0400

2017-03-14T00:00:00-0400

Private Wealth Southwest Forum Scottsdale, AZ | March 14, 2017 Request Agenda


The Private Wealth Southwest Forum in Arizona brings together leading private banks, RIAs and family offices for a one-day networking and peer education platform. The Forum’s agenda covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.



SERIES SPONSORS

EDUCATIONAL PARTNERS


WHY SPONSOR

Key Discussion Topics

  • The event will provide updated education on asset allocation and asset protection learn how local and regional clients are growing their assets and protecting their wealth.
  • Structuring, Tax, Trust and Estate Planning–Learn about the latest regulations.
  • Alternative Investments–Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
  • Philanthropy–How are philanthropy leaders and impact investors approaching this concept when investing their money?
  • Family Governance–How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come?

SPONSORSHIP ONLY

Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.

VENUE


The Scottsdale Resort at McCormick Ranch
7700 East McCormick Parkway
Scottsdale, AZ
United States 85258
CLICK TO VISIT VENUE WEBSITE

CONTACT

HEAD OF PRIVATE WEALTH

Paul Hamann

Head of Private Wealth Group

+1 347-308-7792

Paul.Hamann@marketsgroup.org

MARKETING

Karishna Perez

Marketing Manager

+1 646-216-8581

Karishna.Perez@marketsgroup.org

PROGRAM MANAGER

Amber Morgan

Program Manager

+1 347-308-7796

Amber.Morgan@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Relationship Manager

+1 212-804-6220

Brett.Friedberg@marketsgroup.org